Delaware Emerging Markets Fund Manager Performance Evaluation
| DEMRX Fund | USD 21.36 0.16 0.74% |
The fund shows a Beta (market volatility) of -0.0244, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Delaware Emerging are expected to decrease at a much lower rate. During the bear market, Delaware Emerging is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Delaware Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Delaware Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6700 |
Delaware |
Delaware Emerging Relative Risk vs. Return Landscape
If you would invest 2,205 in Delaware Emerging Markets on August 29, 2024 and sell it today you would lose (69.00) from holding Delaware Emerging Markets or give up 3.13% of portfolio value over 90 days. Delaware Emerging Markets is currently producing negative expected returns and takes up 1.2385% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Delaware, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Delaware Emerging Current Valuation
Overvalued
Today
Please note that Delaware Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Delaware Emerging Markets shows a prevailing Real Value of $20.13 per share. The current price of the fund is $21.36. We determine the value of Delaware Emerging Markets from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Delaware Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Delaware Mutual Fund. However, Delaware Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.36 | Real 20.13 | Hype 21.36 | Naive 21.25 |
The intrinsic value of Delaware Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Delaware Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Delaware Emerging Markets helps investors to forecast how Delaware mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Delaware Emerging more accurately as focusing exclusively on Delaware Emerging's fundamentals will not take into account other important factors: Delaware Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Delaware Emerging Markets, and traders can use it to determine the average amount a Delaware Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.034
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DEMRX |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Delaware Emerging is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Delaware Emerging by adding Delaware Emerging to a well-diversified portfolio.
Delaware Emerging Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Emerging, and Delaware Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Delaware Mutual Fund performance.
| Price To Earning | 14.18 X | |||
| Price To Book | 1.23 X | |||
| Price To Sales | 0.99 X | |||
| Total Asset | 5.05 B | |||
About Delaware Emerging Performance
Evaluating Delaware Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Delaware Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a broad range of equity securities of companies located in emerging market countries. Delaware Emerging is traded on NASDAQ Exchange in the United States.Things to note about Delaware Emerging Markets performance evaluation
Checking the ongoing alerts about Delaware Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Delaware Emerging generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Delaware Emerging Markets retains 99.23% of its assets under management (AUM) in equities |
- Analyzing Delaware Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Delaware Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Delaware Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Emerging's mutual fund. These opinions can provide insight into Delaware Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Delaware Mutual Fund
Delaware Emerging financial ratios help investors to determine whether Delaware Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Delaware with respect to the benefits of owning Delaware Emerging security.
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